Stunning personal banker CV examples for this year

Getting a personal banker job starts with creating a great CV that shows you’ve got what it takes to help people with their finances. In a banker CV, you should highlight:

• Relevant work experience that shows you can provide excellent customer service
• The right skill set to handle financial products 
• The correct educational qualifications 

The structure of your personal banker CV is usually defined by the CV format you choose. If you have plenty of previous banking experience, you should choose a chronological CV format that focuses on work experience. If you’re just starting in the banking industry or have gaps in your employment history, you can choose a functional CV format focusing on skills. If you are changing careers, you can choose a combination CV format highlighting skills and experience.

 

Once you decide which CV format best suits your professional profile, you can proceed with writing each of your CV sections.  

 

 

The first stage of writing a great banking CV is including a CV header. This contains your contact information. You need to include your name, location, phone number and email address. If you have professional portfolio links, you can also include them in the header. Ensure all this information is accurate so the recruiter can contact you.  

 

 

Whether you choose a professional summary or CV objective will depend on how many years of experience you have working in the banking industry. This 2-3 sentence paragraph intends to hook the recruiter’s attention, so it’s important to include striking information. You can include special skills or certifications that you think the hiring manager might value.   

 

You will write a professional summary if you have several years of experience. Focus on your most important achievements and work experience. However, if you don’t have much experience as a personal banker, you can focus on your career goals in a CV objective. You should explain how the role will allow you to meet your career intentions and how this makes up for a lack of experience. Looking for inspiration? Check out our CV summary examples, as well as our tips for writing a clear career objective.  

 

 

Include the right hard skills and soft skills in your CV. Hard skills are specific to a personal banking profession. Candidates usually gain these through training and experience. Soft skills aren’t specific to banking and transfer to several jobs, such as your interpersonal and communication skills. 

 

You should take skills directly from the job description for the best CV skills section. Here are some bullet points you can use:

• Risk management 
• Ability to meet sales goals 
• Time management 
• Customer accounts 
• Interpersonal skills 
• Problem-solving skills
• Processing loan applications 
• Financial planning 
• Creating financial goals for clients 
• Communication skills 
• Striving for total customer satisfaction 
• Working collaboratively with financial advisors 
• Processing small business loans 
• Opening new accounts 
• Upholding strong customer relationships 
• Meeting customer needs 
• Making referrals 

Work experience  

 

Any work experience where you’ve shown exceptional customer service can be a valuable contribution to a personal banker’s CV. You need to list your work history in reverse-chronological order. This list starts from the most recent experience and works backward. Write 3-5 bullet points under each job title that include your primary duties, metrics and key accomplishments. Don’t forget to include your employer’s company name and employment dates.  

 

 

To become a personal banker, you don’t need a bachelor’s degree in finance or banking. Usually, banks only require a high school GED, high school diploma and previous customer service experience to start working. However, there are a few useful certifications you can gain to give your application a competitive edge:

• Personal Banker Certificate 
• Financial Analyst Certificate 
• Certified Bank Teller 
• Certified Management Accountant 

Individual banks might require their staff to take extra certifications to understand national banking regulations. This ensures that banks keep up with regulatory requirements. Be sure to include your degree and any certifications in your CV’s education section.

Here are some do’s and don’ts for a personal banker CV:

 

Do:

• Use a CV builder or personal banker template to help structure your professional CV.
• Include which financial services and financial products you’re familiar with in your skills section.
• Read your CV and remove spelling, punctuation and grammar mistakes before you submit it. 

Don’t:

• Write large chunks of text that make your CV too long or hard to read. Instead, use short, snappy sentences in a bullet point format.
• Forget to use the job description for inspiration on skills and keywords. 
• Include any irrelevant experience in your work experience section. This will clutter your CV.